Mayar Capital Ltd. 13F Holdings · Q2 2026
Mayar Capital Ltd. reported 16 securities worth $89.14M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KVUE (14.49%), V (10.62%), UPS (10.04%). Among its top 25 positions this quarter: 4 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | $12.9M | 14.49% | 676,116 | Trimmed |
| 2 | V | VISA INC | $9.5M | 10.62% | 27,600 | Trimmed |
| 3 | UPS | UNITED PARCEL SERVICE INC | $8.9M | 10.04% | 83,220 | Trimmed |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.9M | 9.96% | 125,234 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $8.5M | 9.57% | 16,602 | Added |
| 6 | NKE | NIKE INC | $8.1M | 9.12% | 198,000 | Added |
| 7 | SOLV | SOLVENTUM CORP | $7.7M | 8.58% | 99,190 | Trimmed |
| 8 | TOST | TOAST INC-CLASS A | $7.2M | 8.06% | 258,200 | Added |
| 9 | BKNG | BOOKING HOLDINGS INC | $6.9M | 7.69% | 38,470 | Added |
| 10 | MIDD | MIDDLEBY CORP | $4.5M | 5.06% | 26,200 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $1.8M | 2.01% | 4,800 | Trimmed |
| 12 | PYPL | PAYPAL HLDGS INC | $1.7M | 1.87% | 38,672 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.0M | 1.14% | 2,038 | Hold |
| 14 | LH | LABORATORY CORP AMER HLDGS | $955,640 | 1.07% | 3,413 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $416,765 | 0.47% | 1,641 | Hold |
| 16 | GOOG | ALPHABET INC | $222,598 | 0.25% | 630 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR